Aviso Financial’s McDonald's MCD Stock Holding History

Aviso Financial’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Sell	19,284 -2,803	-13%	-$804K	0.18%	61
2026 Q1	$6.86M	Sell	22,087 -2,430	-10%	-$774K	0.24%	54
2025 Q4	$7.49M	Sell	24,517 -1,234	-5%	-$378K	0.28%	48
2025 Q3	$7.83M	Buy	25,751 +1,538	+6%	+$468K	0.32%	44
2025 Q2	$7.07M	Buy	24,213 +573	+2%	+$177K	0.32%	46
2025 Q1	$7.38M	Buy	23,640 +676	+3%	+$202K	0.36%	40
2024 Q4	$6.66M	Sell	22,964 -1,718	-7%	-$512K	0.34%	45
2024 Q3	$7.52M	Buy	24,682 +3,790	+18%	+$1.04M	0.37%	39
2024 Q2	$5.29M	Buy	+20,892	New	+$5.54M	0.29%	49

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aviso Financial's MCD Position: Q2 2026 in Review

Aviso Financial reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $804K and leaving 19,284 shares worth $5.21M. The position accounts for 0.18% of the portfolio, ranked #61.

Aviso Financial first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.83M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aviso Financial held 19,284 shares of McDonald's worth $5.21M as of Q2 2026.
Aviso Financial sold 2,803 McDonald's shares in Q2 2026, an estimated $804K.
McDonald's made up 0.18% of Aviso Financial's portfolio in Q2 2026, its #61 holding.
Aviso Financial first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's McDonald's position peaked at $7.83M in Q3 2025.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.